Diversify Wealth Management’s Ubiquiti UI Stock Holding History

Diversify Wealth Management’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.67M	Buy	+2,750	New	+$1.87M	0.05%	296

Other funds holding UI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diversify Wealth Management's UI Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Ubiquiti (UI) in Q1 2026: 2,750 shares worth $2.67M. The stake represents 0.05% of the portfolio and ranks #296 among its holdings.

384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

Diversify Wealth Management held 2,750 shares of Ubiquiti worth $2.67M as of Q1 2026.
Ubiquiti was a new Diversify Wealth Management position in Q1 2026.
Ubiquiti made up 0.05% of Diversify Wealth Management's portfolio in Q1 2026, its #296 holding.
384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.